Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.056 | 0 | 44 |
1 month | 0.029 | 0 | 49 |
3 months | 0.005 | 0 | 53 |
1 year | 0.048 | 0 | 66 |
3 years | 0.227 | 0 | 6 |
5 years | 0 | 0 | — |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.222 | — |
2023 | 0.419 | — |
2022 | 0.113 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.082 | — | — | — |
2024 | 0.039 | 0.161 | 0.077 | -0.059 |
2023 | -0.023 | 0.167 | 0.095 | 0.136 |
2022 | -0.015 | -0.069 | 0.151 | 0.054 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.038 |
3 years | 0.227 |